Larson Financial Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Sell |
52
-103
| -66% | -$32.4K | ﹤0.01% | 1567 |
|
|
2025
Q1 | $46.5K | Buy |
155
+152
| +5,067% | +$45.6K | ﹤0.01% | 1051 |
|
|
2024
Q4 | $1.01K | Buy |
+3
| New | +$1.01K | ﹤0.01% | 2032 |
|
|
2024
Q1 | – | Sell |
-23
| Closed | -$6.58K | – | 1863 |
|
|
2023
Q4 | $6.58K | Hold |
23
| – | – | ﹤0.01% | 1111 |
|
|
2023
Q3 | $5.39K | Hold |
23
| – | – | ﹤0.01% | 1152 |
|
|
2023
Q2 | $4.51K | Hold |
23
| – | – | ﹤0.01% | 1123 |
|
|
2023
Q1 | $4.67K | Hold |
23
| – | – | ﹤0.01% | 1102 |
|
|
2022
Q4 | $4.98K | Hold |
23
| – | – | ﹤0.01% | 1030 |
|
|
2022
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 965 |
|
|
2022
Q2 | $6K | Buy |
+23
| New | +$6K | ﹤0.01% | 833 |
|